UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$1.82M ﹤0.01%
177,287
-29,928
1602
$1.82M ﹤0.01%
29,642
+1,541
1603
$1.82M ﹤0.01%
106,812
-14,981
1604
$1.82M ﹤0.01%
21,441
-644
1605
$1.82M ﹤0.01%
21,782
-6,101
1606
$1.81M ﹤0.01%
85,500
-17,210
1607
$1.81M ﹤0.01%
186,399
-21,621
1608
$1.8M ﹤0.01%
99,084
-18,121
1609
$1.8M ﹤0.01%
164,766
-44,386
1610
$1.79M ﹤0.01%
74,111
-9,109
1611
$1.79M ﹤0.01%
27,088
-1,891
1612
$1.79M ﹤0.01%
110,484
+15,920
1613
$1.79M ﹤0.01%
59,697
-19,906
1614
$1.79M ﹤0.01%
+106,831
1615
$1.78M ﹤0.01%
41,094
-171
1616
$1.77M ﹤0.01%
125,214
-33,665
1617
$1.77M ﹤0.01%
129,933
-23,306
1618
$1.77M ﹤0.01%
73,324
-21,112
1619
$1.76M ﹤0.01%
101,137
-6,180
1620
$1.76M ﹤0.01%
70,741
-40,420
1621
$1.75M ﹤0.01%
16,742
-3,955
1622
$1.74M ﹤0.01%
40,731
+5,845
1623
$1.74M ﹤0.01%
60,323
+7,028
1624
$1.74M ﹤0.01%
70,000
-7,631
1625
$1.74M ﹤0.01%
196,383
-56,676